Savoir Faire Capital Management, L.P.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Savoir Faire Capital Management, L.P. reported 53 stock positions worth $257.3 million. Its top holding was Dollar General (DG) at 5.6% of the portfolio, followed by Elf Beauty (ELF, 4.8%) and AutoZone (AZO, 4.6%). Compared with Q1 2024, it opened 13 new positions, sold out of 13, added to 28 and reduced 12. The biggest buy was Elf Beauty (ELF, shares +274%) and the biggest sale an exit from Coca-Cola (KO).
- Most Recent 13F
- Q2 2026
- Location
- NORWALK, CT
- CIK
- 0001710593
- Portfolio Value
- $257.3M (Q2 2024)
- SEC Filing
- 0001085146-24-003683 ↗ filed Aug 9, 2024
Holdings Value
Holdings 53 stocks · $257.3M
| DG Dollar General Corp. | 5.57% | 108,375 | $14.3M | Add +30.5% |
| ELF Elf Beauty Inc. | 4.79% | 58,443 | $12.3M | Add +273.7% |
| AZO AutoZone Inc. | 4.61% | 4,000 | $11.9M | Add +77.5% |
| HSY The Hershey Co. | 4.15% | 58,072 | $10.7M | Add +8.9% |
| WH Wyndham Hotels & Resorts Inc. | 3.42% | 118,856 | $8.8M | Add +141.1% |
| CELH Celsius Holdings Inc. | 3.29% | 148,203 | $8.5M | Add +573.6% |
| CLX Clorox Company | 3.02% | 57,001 | $7.8M | Add +31.7% |
| STZ Constellation Brands Inc. Class A | 2.99% | 29,865 | $7.7M | Add +43.3% |
| RCL Royal Caribbean Cruises Ltd. | 2.98% | 48,159 | $7.7M | New |
| GIS General Mills Inc. | 2.92% | 118,733 | $7.5M | Add +0.6% |
| BUD Anheuser-Busch Inbev-SPN ADR | 2.77% | 122,579 | $7.1M | Add +78.6% |
| KHC The Kraft Heinz Co. | 2.77% | 220,883 | $7.1M | Add +9.9% |
| TGT Target Corp. | 2.75% | 47,822 | $7.1M | Reduce -12.4% |
| PEP Pepsico Inc. | 2.59% | 40,357 | $6.7M | Reduce -14.3% |
| PZZA Papa John's Intl Inc. | 2.53% | 138,428 | $6.5M | Add +242.4% |
| MNST Monster Beverage Corp. | 2.29% | 118,148 | $5.9M | Add +417.2% |
| BF.B Brown-Forman Corp. Class B | 2.27% | 135,429 | $5.8M | Add +72.6% |
| YUMC Yum China Holdings Inc. | 2.25% | 188,010 | $5.8M | Add +41.9% |
| CAG Conagra Brands Inc. | 2.15% | 194,900 | $5.5M | Add +328.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.05% | 48,000 | $5.3M | Add +50.8% |
| CMG Chipotle Mexican Grill Inc. | 2.05% | 84,000 | $5.3M | New |
| SIX Six Flags Entertainment Corp. | 2.00% | 154,967 | $5.1M | Add +27.1% |
| VFC VF Corp. | 1.99% | 380,000 | $5.1M | Add +40.1% |
| HLT Hilton Worldwide Holdings Inc. | 1.90% | 22,436 | $4.9M | Reduce -10.8% |
| CPB The Campbell's Company filed as CAMPBELL SOUP CO | 1.77% | 101,000 | $4.6M | Add +10.1% |
| COTY Coty Inc. Class A | 1.72% | 440,607 | $4.4M | Add +50.9% |
| BGS B&G Foods Inc. | 1.66% | 528,250 | $4.3M | Add +37.5% |
| LEVI Levi Strauss & Co. Class A | 1.56% | 208,048 | $4.0M | New |
| K Kellanova | 1.55% | 69,302 | $4.0M | Reduce -17.6% |
| MKC McCormick & Co.-Non VTG SHRS | 1.48% | 53,829 | $3.8M | New |
| ORLY O'reilly Automotive Inc. | 1.46% | 3,562 | $3.8M | Reduce -12.2% |
| TXRH Texas Roadhouse Inc. | 1.42% | 21,328 | $3.7M | Reduce -0.9% |
| CL Colgate-Palmolive Co. | 1.40% | 37,229 | $3.6M | Reduce -43.9% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.34% | 32,309 | $3.4M | Add +208.3% |
| MCD McDonald's Corp. | 1.27% | 12,858 | $3.3M | Add +19.9% |
| DRI Darden Restaurants Inc. | 1.25% | 21,331 | $3.2M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 1.23% | 16,363 | $3.2M | Reduce -19.7% |
| FRPT Freshpet Inc. | 1.22% | 24,300 | $3.1M | Add +230.2% |
| RL Ralph Lauren Corp. | 1.15% | 16,947 | $3.0M | New |
| BURL Burlington Stores Inc. | 1.14% | 12,238 | $2.9M | Reduce -11.3% |
| WYNN WYNN Resorts Ltd. | 1.10% | 31,749 | $2.8M | Add +210.4% |
| QSR Restaurant Brands Intern | 0.96% | 35,000 | $2.5M | New |
| NWL Newell Brands Inc. | 0.86% | 345,153 | $2.2M | Add +101.5% |
| MGM MGM Resorts International | 0.76% | 43,960 | $2.0M | New |
| KMB Kimberly-Clark Corp. | 0.65% | 12,050 | $1.7M | Reduce -47.8% |
| BROS Dutch Bros Inc. Class A | 0.48% | 30,000 | $1.2M | New |
| USFD US Foods Holding Corp. | 0.45% | 22,000 | $1.2M | New |
| SPB Spectrum Brands Holdings Inc. | 0.40% | 12,000 | $1.0M | New |
| HGV Hilton Grand Vacations Inc. | 0.36% | 23,025 | $931K | Reduce -1.1% |
| TNL Travel + Leisure Co. | 0.35% | 20,000 | $900K | New |
| BTI British American Tob-SP ADR | 0.30% | 25,000 | $773K | New |
| PII Polaris Inc. | 0.29% | 9,667 | $757K | New |
| CCL Carnival Corp. | 0.28% | 38,269 | $716K | Add +48.0% |
Portfolio Sells Q1 2024 → Q2 2024
| KO The Coca-Cola Co. | Sold out | 0.00% | −3.12 |
| BJ Bj's Wholesale Club Holdings | Sold out | 0.00% | −2.67 |
| POOL Pool Corp. | Sold out | 0.00% | −2.61 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −2.09 |
| TGT Target Corp. | Reduce -12.4% | 2.75% | −1.70 |
| CHH Choice Hotels Intl Inc. | Sold out | 0.00% | −1.69 |
| MO Altria Group Inc. | Sold out | 0.00% | −1.65 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −1.44 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −1.41 |
| CL Colgate-Palmolive Co. | Reduce -43.9% | 1.40% | −1.35 |
| PEP Pepsico Inc. | Reduce -14.3% | 2.59% | −1.21 |
| MAR Marriott International Class A | Sold out | 0.00% | −1.11 |
| KMB Kimberly-Clark Corp. | Reduce -47.8% | 0.65% | −0.73 |
| WEN The Wendy's Co. | Sold out | 0.00% | −0.71 |
| K Kellanova | Reduce -17.6% | 1.55% | −0.66 |
| ORLY O'reilly Automotive Inc. | Reduce -12.2% | 1.46% | −0.65 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −0.64 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.59 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -10.8% | 1.90% | −0.57 |
| AMZN Amazon.com Inc. | Reduce -19.7% | 1.23% | −0.46 |
| DRI Darden Restaurants Inc. | Reduce -0.9% | 1.25% | −0.40 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −0.38 |
| BURL Burlington Stores Inc. | Reduce -11.3% | 1.14% | −0.33 |
| HGV Hilton Grand Vacations Inc. | Reduce -1.1% | 0.36% | −0.14 |
| TXRH Texas Roadhouse Inc. | Reduce -0.9% | 1.42% | −0.11 |
Portfolio Buys Q1 2024 → Q2 2024
| ELF Elf Beauty Inc. | Add +273.7% | 4.79% | +3.37 |
| RCL Royal Caribbean Cruises Ltd. | New | 2.98% | +2.98 |
| CELH Celsius Holdings Inc. | Add +573.6% | 3.29% | +2.45 |
| CMG Chipotle Mexican Grill Inc. | New | 2.05% | +2.05 |
| WH Wyndham Hotels & Resorts Inc. | Add +141.1% | 3.42% | +1.68 |
| MNST Monster Beverage Corp. | Add +417.2% | 2.29% | +1.67 |
| LEVI Levi Strauss & Co. Class A | New | 1.56% | +1.56 |
| CAG Conagra Brands Inc. | Add +328.9% | 2.15% | +1.53 |
| MKC McCormick & Co.-Non VTG SHRS | New | 1.48% | +1.48 |
| AZO AutoZone Inc. | Add +77.5% | 4.61% | +1.34 |
| PZZA Papa John's Intl Inc. | Add +242.4% | 2.53% | +1.29 |
| RL Ralph Lauren Corp. | New | 1.15% | +1.15 |
| QSR Restaurant Brands Intern | New | 0.96% | +0.96 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +78.6% | 2.77% | +0.85 |
| FRPT Freshpet Inc. | Add +230.2% | 1.22% | +0.83 |
| MGM MGM Resorts International | New | 0.76% | +0.76 |
| WYNN WYNN Resorts Ltd. | Add +210.4% | 1.10% | +0.62 |
| EL Estee Lauder Companies Class A | Add +208.3% | 1.34% | +0.59 |
| TJX TJX Companies Inc. | Add +50.8% | 2.05% | +0.57 |
| SIX Six Flags Entertainment Corp. | Add +27.1% | 2.00% | +0.52 |
| BROS Dutch Bros Inc. Class A | New | 0.48% | +0.48 |
| USFD US Foods Holding Corp. | New | 0.45% | +0.45 |
| BF.B Brown-Forman Corp. Class B | Add +72.6% | 2.27% | +0.41 |
| SPB Spectrum Brands Holdings Inc. | New | 0.40% | +0.40 |
| STZ Constellation Brands Inc. Class A | Add +43.3% | 2.99% | +0.38 |
| TNL Travel + Leisure Co. | New | 0.35% | +0.35 |
| BTI British American Tob-SP ADR | New | 0.30% | +0.30 |
| PII Polaris Inc. | New | 0.29% | +0.29 |
| NWL Newell Brands Inc. | Add +101.5% | 0.86% | +0.23 |
| COTY Coty Inc. Class A | Add +50.9% | 1.72% | +0.11 |
| CCL Carnival Corp. | Add +48.0% | 0.28% | +0.08 |
| VFC VF Corp. | Add +40.1% | 1.99% | +0.08 |
| CLX Clorox Company | Add +31.7% | 3.02% | −0.03 |
| CPB The Campbell's Company | Add +10.1% | 1.77% | −0.11 |
| MCD McDonald's Corp. | Add +19.9% | 1.27% | −0.12 |
| YUMC Yum China Holdings Inc. | Add +41.9% | 2.25% | −0.18 |
| BGS B&G Foods Inc. | Add +37.5% | 1.66% | −0.37 |
| DG Dollar General Corp. | Add +30.5% | 5.57% | −0.40 |
| HSY The Hershey Co. | Add +8.9% | 4.15% | −0.63 |
| KHC The Kraft Heinz Co. | Add +9.9% | 2.77% | −0.65 |
| GIS General Mills Inc. | Add +0.6% | 2.92% | −0.89 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $161.0M | BTI, PM, MCD, WMT, DG |
| Q1 2026 | 44 | $165.6M | PM, RCL, DG, BTI, BURL |
| Q4 2025 | 42 | $211.0M | PM, WMT, KO, COST, DG |
| Q3 2025 | 44 | $278.8M | PM, AAP, BTI, KHC, WMT |
| Q2 2025 | 46 | $206.9M | AMZN, BURL, KO, BTI, AAP |
| Q1 2025 | 46 | $114.2M | BURL, CMG, AMZN, BTI, DG |
| Q4 2024Amended | 44 | $210.4M | ELF, STZ, WING, DG, CMG |
| Q3 2024 | 47 | $195.7M | CMG, RCL, STZ, ELF, FRPT |
| Q2 2024 | 53 | $257.3M | DG, ELF, AZO, HSY, WH |
| Q1 2024 | 53 | $217.1M | DG, HSY, TGT, GIS, PEP |